STEP is a global professional body, with a mission to inspire confidence in the planning of assets, uphold professional standards, promote education and connect practitioners to share knowledge and best practice.
This year’s conference, themed “Generational fortitude – private wealth in a volatile world”, is a premier event attracting more than 160 professionals each year. The programme will feature leading speakers addressing the most pressing issues facing Trust Companies, Wealth Management firms and Family Offices. Nathan Kelly and Molly Campbell will be in attendance from Oak.
Oak’s sponsorship of the STEP Isle of Man Conference highlights its ongoing commitment to supporting professional development within the sector and to upholding the highest standards of ethics and best practice.
Tanya O’Carroll, Managing Director at Oak Isle of Man, commented:
“We are pleased to be bronze sponsors of this year’s well-regarded industry event. STEP plays a vital role in maintaining high professional standards, and the conference provides a valuable platform for knowledge sharing and industry insight. At Oak, we are proud to champion the development of professionals on the Island and to support events that shape the future of our industry.”
In addition to the Conference, Oak is also sponsoring the STEP Isle of Man Student Awards 2025, underlining its support for both current practitioners and the next generation of industry talent.
